KLINGENSTEIN FIELDS & CO LP

Position in NEE — Nextera Energy Inc

CIK 859872 NEW YORK, NY

Position in NEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$12,273,317

-$830,936 QoQ

Shares Held

139,835

-0.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#510

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Utilities · as of Jun 30, 2026

KLINGENSTEIN FIELDS & CO LP holds $25,198,437 across 3 Utilities - Regulated Electric names. NEE ranks #2 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	132,949	$12,724,548
2	NEE	Nextera Energy Inc This page	139,835	$12,273,317
3	ED	Consolidated Edison Inc	1,813	$200,572

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,273,317	139,835	-0.9%	Shares	Defined	2026-08-05
2026-03-31	$13,104,253	141,088	-1.0%	Shares	Defined	2026-05-13
2025-12-31	$11,437,571	142,471	-1.5%	Shares	Defined	2026-02-13
2025-09-30	$10,917,891	144,627	-0.2%	Shares	Defined	2025-11-14
2025-06-30	$10,056,042	144,858	-7.6%	Shares	Defined	2025-07-30
2025-03-31	$11,111,794	156,747	+0.8%	Shares	Defined	2025-04-28
2024-12-31	$11,148,583	155,511	+0.1%	Shares	Defined	2025-01-30
2024-09-30	$13,135,200	155,391	+1.9%	Shares	Defined	2024-10-29
2024-06-30	$10,793,850	152,434	+1063.1%	Shares	Defined	2024-08-01
2024-03-31	$837,604	13,106	-0.4%	Shares	Sole	2024-04-29
2023-12-31	$799,581	13,164	-0.1%	Shares	Sole	2024-02-01
2023-09-30	$755,082	13,180	+3.3%	Shares	Sole	2023-10-27
2023-06-30	$946,495	12,756	+0.1%	Shares	Sole	2023-08-01
2023-03-31	$981,999	12,740	+3.0%	Shares	Sole	2023-04-28
2022-12-31	$1,034,466	12,374	+8.4%	Shares	Sole	2023-02-02
2022-09-30	$894,658	11,410	-1.6%	Shares	Sole	2022-10-28
2022-06-30	$897,993	11,593	0.0%	Shares	Sole	2022-08-01
2022-03-31	$982,043	11,593	-6.0%	Shares	Sole	2022-04-27
2021-12-31	$1,151,408	12,333	-10.2%	Shares	Sole	2022-01-31
2021-09-30	$1,078,314	13,733	+7.1%	Shares	Other	2021-10-26
2021-06-30	$939,303	12,818	+0.4%	Shares	Other	2021-07-26
2021-03-31	$964,934	12,762	+3.1%	Shares	Sole	2021-04-29
2020-12-31	$955,039	12,379	+312.2%	Shares	Sole	2021-02-02
2020-09-30	$833,512	3,003	-0.7%	Shares	Sole	2020-10-30
2020-06-30	$726,514	3,025	-25.8%	Shares	Sole	2020-08-03
2020-03-31	$981,248	4,078	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.